Real Estate Series: The Family Office

Protecting family wealth is the biggest challenge for many, especially when 70% of families fail to preserve their wealth past the third generation. We discuss the benefits of levering family office services, from consistent reporting to ensuring internal controls for fraud prevention. We even cover common struggles a family might have that indicate it is time to engage a family office advisor.

What you’ll learn:

  • What are “Family Office Services”?
  • How do you know if you are ready for one?
  • Tax advantages of a Family Office Structure
  • How Sensiba’s Family Office Services go beyond bill pay and wealth preservation
  • How Family Office Services provides crucial oversight and internal controls
  • Combining your Family Office with your Tax advisor for smart succession planning
  • Family Office structuring considering the recent Lender Case Ruling

Let’s talk about your project.

Whether you need to unravel a complex challenge, launch a new initiative, or want to take your business to the next level, we’re here. Share your vision and we can help you achieve it.